The Identify WP Items page helps a hospital administrator identify and organize WP items to use with Petly Plans.



A search function is available to find a specific category or item on the list. Use the Collapse Categories link to condense the list of categories and use the Expand Categories link to display the WP items associated with each category on the list.


Recommended Petly Plans WP items display and are organized by categories in the table below. Each category includes a designated range of numbers that can be assigned to items within that category. Each recommended item includes a unique WP item ID, WP item type to identify whether it is a service provided by the practice or a tangible inventory item and a unique recommended WP item description. An administrator can add a practice description to a recommended WP item if not using the recommended description or add additional items to a recommended category. 


Note: Recommended categories and WP items are not required for use with Petly Plans. However, these items cannot be removed from the Identify WP Items page.


A practice administrator can also add and edit additional categories of WP items the practice will use with their Petly Plans program. Any additional category or WP item can be removed from this page if necessary.


Once all WP items to use with Petly Plans have been identified, export or print this information for easier entry of WP items within the PIMS.


To add a practice description to a recommended category

  1. Click the Edit link to the right of a recommended WP item.
  2. In the practice description field to the left, type a different name for the WP item.
  3. Click the Save link.

                Note: Click the Cancel link to exit without adding a practice description.

To add a category

  1. Click Add New Category. The Add New Category window appears.
  2. In the Category Name box, type a general term to describe the type of items to assign this group.
  3. In the first WP Item ID Range box, type a unique number to indicate the first number that can be assigned a WP item within this category.
  4. In the WP Item ID Range To box, type the unique number to indicate the last number that can be assigned a WP item within this category.
  5.  Click Save.

                Note: Click the Edit link to the far right of the category to change the category name and/or WP item ID range.


To delete a category

  1. Click the Delete link to the far right of the category to remove. A confirmation window appears.
  2. Click Delete. The category and associated WP items are removed from the Identify WP Items page.

                Note: Click CANCEL to exit the window without deleting the category.


To add a WP item to a category

  1. Click the Add Item link to the far right of the category name. A new row displays at the bottom of the category list.
  2. In the WP item ID box, type a unique number within the category item ID range for identify the item.
  3. From the WP item type field, select Service if this is a service provided or Inventory if it is a tangible good.
  4. In the Practice Description box, type a name to describe this item.
  5. Click the Save link.

                Note: Click the Cancel link to exit without adding the WP item.

To delete a WP item

  1. Click the Delete link to the far right of the item to remove. A confirmation window appears.
  2. Click Delete. The WP item is removed from the Identify WP Items page.

                Note: Click CANCEL to exit the window without deleting the category.